Please join us for a breakfast discussion of sophisticated financial and tax strategies. The topic of conversation will be:

The Coward's Portfolio

How much of your Investment assets are you comfortable risking in the stock market?

Date and time:

Wednesday, November 14, 2018
9:15 a.m. –11 a.m.

The Coward’s Portfolio is aimed at identifying opportunities in the market that will assist the conservative investor in reaching their goals and objectives while still feeling comfortable with the level of risk that they take on.

Hosted by:

Cengiz N. Volkan, AIF®, CIMA®, CPM®

Senior Vice President – Financial Advisor
Senior Portfolio Manager
PVG Group, RBC Wealth Management

Location:

Manhattan Country Club
1330 Parkview Avenue
Manhattan Beach, CA 90266

 

RSVP by calling (310) 683-6692 or by email to george.castrillon@rbc.com.
This presentation is designed for portfolios of investable assets of $5 million or more. We encourage both spouses to attend.
If you wish to invite a friend or colleague, please call us at (310) 683-6692.
Seating is limited.

The Coward’s Portfolio:

How Much of Your Investment Assets Are You Comfortable

Risking in the Stock Market?

 

If there is any single constant in today’s financial markets, it is change. Just a few years ago people who wanted stability and safety could invest in their company’s 401(k) plan, or rely on their company pension and they were set. You could shelter income. You could invest in company stock and check on it from time to time and feel comfortable. With recent changes in the market and volatility, we believe that this is no longer possible.

Today, you need to keep abreast of the financial markets. You need answers to your retirement questions. If the tide turns against you, you face the unpleasant possibility of outliving your money.

While no advisor, author, company, or investment has a monopoly on good ideas, let us suggest to you that a second opinion is always a good idea.

With that in mind, we would like to invite you to attend our upcoming round table discussion, “The Coward’s Portfolio.” The Coward’s Portfolio is aimed at identifying opportunities in the market that will assist the conservative investor in reaching their goals and objectives while still feeling comfortable with the level of risk that they take on.

During this discussion, we will discuss the following myths:

  • To meet your goals, you have to participate in the ups and downs of the market.
    • What if there was a reasonable way to participate in the “ups” portion of the market while mitigating the risk during the “downs” portion of the market?
  • You have to ride through these uncomfortable times.
    • What if that is not the best strategy for you?
  •  All declines are temporary; therefore, the best strategy is “buy quality investments and hold.”
    • How is a conservative investor able to determine the times to be on the offense and how are they able to determine the appropriate times to be on the defense given current market conditions?
       

We think there is a better strategy. That’s why we are inviting you to attend our upcoming round table. We are keeping this discussion/round table small to give you an opportunity to participate and get your questions answered. We would be honored if you would attend.

Please RSVP by completing the form on the right hand side of the page.
 

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